Table of Contents for
Magento 2 - Build World-Class online stores

Version ebook / Retour

Cover image for bash Cookbook, 2nd Edition Magento 2 - Build World-Class online stores by Jonathan Bownds Published by Packt Publishing, 2017
  1. Cover
  2. Table of Contents
  3. Magento 2 - Build World-Class online stores
  4. Magento 2 - Build World-Class online stores
  5. Credits
  6. Preface
  7. 1. Module 1
  8. 1. Magento Fundamentals
  9. XAMPP installation
  10. Magento
  11. Summary
  12. 2. Magento 2.0 Features
  13. An introduction to the Magento order management system
  14. Magento 2.0 command-line configuration
  15. The command-line utility
  16. Summary
  17. 3. Working with Search Engine Optimization
  18. Store configuration
  19. SEO and searching
  20. SEO catalog configuration
  21. Google Analytics tracking code
  22. Optimizing Magento pages
  23. Summary
  24. 4. Magento 2.0 Theme Development – the Developers' Holy Grail
  25. Magento 2.0 theme structure
  26. The Magento Luma theme
  27. Magento theme inheritance
  28. CMS blocks and pages
  29. Custom variables
  30. Creating a basic Magento 2.0 theme
  31. Summary
  32. 5. Creating a Responsive Magento 2.0 Theme
  33. Composer – the PHP dependency manager
  34. Building the CompStore theme
  35. CSS preprocessing with LESS
  36. Applying new CSS to the CompStore theme
  37. Creating the CompStore logo
  38. Applying the theme
  39. Creating CompStore content
  40. Customizing Magento 2.0 templates
  41. Summary
  42. 6. Write Magento 2.0 Extensions – a Great Place to Go
  43. Using the Zend framework
  44. Magento 2.0 extension structure
  45. Developing your first Magento extension
  46. The Twitter REST API
  47. The TweetsAbout module structure
  48. Using TwitterOAuth to authenticate our extension
  49. Developing the module
  50. Summary
  51. 7. Go Mobile with Magento 2.0!
  52. Adjusting the CompStore theme for mobile devices
  53. The Magento 2.0 responsive design
  54. The Magento UI
  55. Implementing a new CSS mixin media query
  56. Adjusting tweets about extensions for mobile devices
  57. Summary
  58. 8. Speeding up Your Magento 2.0
  59. Indexing and caching Magento
  60. Indexing and re-indexing data
  61. The Magento cron job
  62. Caching
  63. Fine-tuning the Magento hosting server
  64. Selecting the right Magento hosting service
  65. Apache web server deflation
  66. Enabling the expires header
  67. Minifying scripts
  68. Summary
  69. 9. Improving Your Magento Skills
  70. Magento knowledge center
  71. Improving your Magento skills
  72. Summary
  73. 2. Module 2
  74. 1. Magento 2 System Tools
  75. Installing Magento 2 sample data via GUI
  76. Installing Magento 2 sample data via the command line
  77. Managing Magento 2 indexes via the command line
  78. Managing Magento 2 cache via the command line
  79. Managing Magento 2 backup via the command line
  80. Managing Magento 2 set mode (MAGE_MODE)
  81. Transferring your Magento 1 database to Magento 2
  82. 2. Enabling Performance in Magento 2
  83. Configuring Redis for backend cache
  84. Configuring Memcached for session caching
  85. Configuring Varnish as the Full Page Cache
  86. Configuring Magento 2 with CloudFlare
  87. Configuring optimized images in Magento 2
  88. Configuring Magento 2 with HTTP/2
  89. Configuring Magento 2 performance testing
  90. 3. Creating Catalogs and Categories
  91. Create a Root Catalog
  92. Create subcategories
  93. Manage attribute sets
  94. Create products
  95. Manage products in a catalog grid
  96. 4. Managing Your Store
  97. Creating shipping and tax rules
  98. Managing customer groups
  99. Configuring inventories
  100. Configuring currency rates
  101. Managing advanced pricing
  102. 5. Creating Magento 2 Extensions – the Basics
  103. Initializing extension basics
  104. Working with database models
  105. Creating tables using setup scripts
  106. Creating a web route and controller to display data
  107. Creating system configuration fields
  108. Creating a backend data grid
  109. Creating a backend form to add/edit data
  110. 6. Creating Magento 2 Extensions – Advanced
  111. Using dependency injection to pass classes to your own class
  112. Modifying functions with the use of plugins – Interception
  113. Creating your own XML module configuration file
  114. Creating your own product type
  115. Working with service layers/contracts
  116. Creating a Magento CLI command option
  117. 3. Module 3
  118. 1. Planning for Magento
  119. Technical considerations
  120. Global-Website-Store methodology
  121. Planning for multiple stores
  122. Summary
  123. 2. Managing Products
  124. Managing products the customer focused way
  125. Creating products
  126. Managing inventory
  127. Pricing tools
  128. Autosettings
  129. Related products, up-sells, and cross-sells
  130. Importing products
  131. Summary
  132. 3. Designs and Themes
  133. The concept of theme inheritance
  134. Default installation of design packages and themes
  135. Installing third-party themes
  136. Inline translations
  137. Working with theme variants
  138. Customizing themes
  139. Customizing layouts
  140. Summary
  141. 4. Configuring to Sell
  142. Payment methods
  143. Shipping methods
  144. Managing taxes
  145. Transactional e-mails
  146. Summary
  147. 5. Managing Non-Product Content
  148. Summary
  149. 6. Marketing Tools
  150. Promotions
  151. Newsletters
  152. Using sitemaps
  153. Optimizing for search engines
  154. Summary
  155. 7. Extending Magento
  156. The new Magento module architecture
  157. Extending Magento functionality with Magento plugins
  158. Building your own extensions
  159. Summary
  160. 8. Optimizing Magento
  161. Indexing and caching
  162. Caching in Magento 2 – not just FPC
  163. Tuning your server for speed
  164. Summary
  165. 9. Advanced Techniques
  166. Version control
  167. Magento cron
  168. Backing up your database
  169. Upgrading Magento
  170. Summary
  171. 10. Pre-Launch Checklist
  172. System configurations
  173. Design configurations
  174. Search engine optimization
  175. Sales configurations
  176. Product configurations
  177. Maintenance configurations
  178. Summary
  179. Index

Chapter 9. Advanced Techniques

By now, even if you're new to Magento, you should have a newfound appreciation for the power and extensibility of the industry's most active open source e-commerce platform. We've covered just about everything from installation to extending the platform. Your Magento store, if not already online, is most likely ready from a preparation viewpoint.

However, we're not quite finished yet. You may want to undertake a few more options that can make your installation act more like that of a Fortune 500 company — and less like a hobbyist's experiment in e-commerce.

In this chapter, I will take you through four advanced techniques that I feel any bona fide Magento master should have in their own personal knowledge base:

  • Setting up a staging environment
  • Versioning your site
  • The Magento cron
  • Backing up your database

You may not wish to undertake all of these now, or later, but at some point you will find these concepts helpful in turning Magento Community into an enterprise-level contender.

Setting up a staging environment

I know it is so very tempting to install Magento onto a production server account, do the initial configurations, and launch your new store. I also know that if you're only working with one Magento installation, there will undoubtedly come a time when — no matter how careful you are — a buggy extension, an errant piece of code, or a mistyped tag will cause your site to "go dark." You may even experience the dreaded Magento error screen (well known for offering little advice or remedy).

Therefore, if you take no other advice in this book to heart, take this one seriously: create a staging environment.

A simple approach

Some developers, particularly those working for large enterprise operations, may want to create an elaborate remote development, staging, and production setup with matching hardware for each environment, to decrease the number of variables present when deploying and testing code. If you're working with a large team and you have the funds available for the time and effort needed to create this type of setup, by all means do so. It's more likely, though, that if you do fall into this category, you're better suited for Magento's Enterprise solution, rather than the do-it-yourself Community edition discussed in this book.

For those of us on smaller budgets — who appreciate what Magento Community offers as a robust yet open source platform — I would suggest that you use a simpler, more rapidly deployable solution. Keep it simple and manageable.

The basic staging setup

There are actually two staging setups I maintain: one for testing and one for client development. The former is used to test new extensions, programming ideas, and design concepts, with no particular client use in mind. The latter is created for each client site and, except for the data, is an exact duplicate of the client site in terms of code, extensions, and design.

For client sites, this is my suggestion for a basic operation procedure:

  1. Before installing the client Magento instance, install Magento into another server account (you can actually use one account with multiple sub-directories, one for each client staging site).
  2. Install another copy of Magento onto the actual server account that will become the live (or production) store.
  3. Complete your install design and configuration onto this first installation. As you complete each major task of your set-up, duplicate that task on the production server installation. By keeping the tasks in sync, it will be easier to make sure that every step taken is duplicated for the production installation.

At some point, you will feel you're ready to "go live." Guess what? You probably are. If your staging and production installations are in sync, going live is merely repointing the live domain name to your production account and setting payment gateways to "live" mode.

Don't be tempted to skip

One of the dubious benefits of writing a book like this one is that I get the pleasure of reliving some of my less brilliant moments as a student of Magento as I impart the wisdoms gained to you. This is one of those cases.

If you've followed the simple approach previously outlined, you should have a staging and a production environment that both work successfully. After all, you're not going to do anything to the production installation that you haven't already tried and tested on the staging installation. At least, that's the plan.

But once you launch the production store, there will come a time when you want to take a shortcut. Your client might be pressing to install a new extension they found at the Magento Connect website, or you might need to import some new product types the current store has not been using. Regardless, if you skip applying your changes to your staging installation and go directly to the production installation, you'll find that you will experience the moment when your heart drops out of your chest as your production store ceases to work as intended. It's another of Murphy's laws.

I only had to do that once — and suffer the client's anguished pleas to "get my store back online!" — to learn my lesson: staging first, then production. Never waiver from this dictum and you'll continue to successfully please your client, yourself, or whoever is the owner of the Magento store.